Investment Adviser Representative
Jonathan was the founder and CEO of Gurney Financial, which has now merged with the newly created Access Wealth Group. Jonathan is thrilled to have built the team of industry leaders in Access Wealth Group, which will help take his vision for clients to the next level. He has over 14 years of experience advising individuals, families, businesses, and executives through several firms including 21st Century Financial, Alliance Data (now Bread Financial), and Gurney Financial. As a fully licensed financial consultant with several designations, including Chartered Financial Consultant, he brings extensive knowledge in financial planning and investment consulting. As the creator of a wealth management firm, he has worn several “hats” including financial analyst, portfolio manager, Chief Compliance & Communication Officer, and financial planner. Currently, he is acting as an Investment Adviser Representative at Access Wealth. Jonathan has both a strength for detail and educating the masses. Above all he cares about the well-being of clients!